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Showing 3811 - 3820 of 4390 results for "financial Advice"

Financial Planners want level playing field on commissions

ALISON BEVEGE  |  WEDNESDAY, 6 JUL 2011
... dispensation, financial planners have said. Stockbrokers have reportedly asked to be exempted from Future of Financial Advice (FOFA) reforms that could see them unable to collect some types of stamping and underwriting fees. Companies raising capital ...

OnePath arms planners with post FOFA program

MATT WOODINGTON  |  MONDAY, 4 JUL 2011
... financial planning and making it more assessable to all Australians," said Barrett. Increasing confidence in financial advice is a high priority for many in the industry. According to recent figures from Roy Morgan Research, 66% of Australians that have ...

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
... this week and accepted the Snowball offer, with over 90% of votes in favour of the merger. The two non-aligned financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. ...

SimpleWRAP launches $1500 platform pricing

ELISE BURGESS  |  THURSDAY, 30 JUN 2011
... pricing, and we believe this is a much cleaner, fairer model with transparency that is aligned with the Future of Financial Advice (FOFA) reforms and the increased fiduciary duty advisers would be taking on behalf of their clients." "We expect that simpleWRAP ...

Minister faces down advisers over opt-in, risk

ALISON BEVEGE  |  TUESDAY, 28 JUN 2011
... Financial Services Minister Bill Shorten yesterday faced financial advisers upset over two planks of the Future of Financial Advice reforms, answering questions but firmly rejecting criticisms. The tension was palpable at the Association of Financial ...

AMP looks to uni for future planners

ELISE BURGESS  |  TUESDAY, 28 JUN 2011
... planning conferences. "This is going to change the landscape over time. At the moment people we see entering the financial advice industry are career changers. The time will come where people will go to university with the aim of being a financial planner ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

NAB sued over financial advice

ALISON BEVEGE  |  FRIDAY, 17 JUN 2011
The National Australia Bank is being sued after a financial planner allegedly told a couple to invest more than half of their portfolio in two European property trusts, losing them more than a million dollars. In 2007, Victorian cattle farmers Malcolm ...

van Eyk calls for pay for ratings disclosure

PRESS RELEASE  |  FRIDAY, 17 JUN 2011
In its future of financial advice (FOFA) submission, investment research house, van Eyk has called for the disclosure of the pay for ratings research model, not currently integrated into the proposed reforms. "As part of the arrangement where a client ...

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... building on its intra-fund advice model, creating the Member Adviser service where super members can seek limited financial advice and a statement of advice for a one-off fee of $75. Equipsuper's 54,000 members can now access general, intra-fund and ...